摘要
新兴市场企业的跨界整合战略是指新兴市场企业不断跨越技术、产业、地理等边界,创造性地整合各种资源和能力,持续迭代产品和服务,进而形成自身的复合竞争优势。在国际化与数字化叠加的情境下,一部分新兴市场企业凭借跨界整合战略追赶甚至超越了发达国家的跨国企业。本文基于组织边界动态性假设,论证了跨界整合战略与新兴市场企业的天然适配性,总结了跨界整合的三维性、全球性和开放性特征,阐述了跨界整合与复合竞争优势的内在联系,构建了新兴市场企业跨界整合战略的三阶段动态理论框架。在此基础上,本文提出了跨界整合战略的未来研究方向和议题,主要包括:新兴市场企业如何有效实施跨界整合战略,新兴市场企业如何应对去全球化和数字化对跨界整合的影响,新兴市场企业如何发挥跨界整合对履行国际社会责任和培养组织韧性的作用。本文的文献和理论探讨扩展了以资源基础观为代表的经典战略理论,有助于解释新兴市场企业的"弯道超车"之谜,也可为新兴市场企业的战略选择和执行提供有益的启示。
Internationalization and digitalization are superimposed at present.Some emerging market enterprises(EMNEs)are catching up or even surpassing the original incumbents.The initial resources and capabilities of EMNEs are not outstanding and traditional strategic theories cannot fully explain the EMNEs’phenomenon of defeating the strong by the weak.Cross-boundary assemblage of EMNEs provides a more enlightening theoretical perspective.Cross-boundary assemblage of EMNEs refers to that EMNEs continue to cross the boundaries of technology,industry and geography,creatively integrate various resources and capabilities,continuously iterate products and services,and then form the compositional competitive advantage.The theoretical assumption of cross-boundary assemblage of EMNEs is organizational boundary dynamics.Based on the theoretical assumption,firstly,this article demonstrates the natural compatibility of cross-boundary assemblage of EMNEs,and clarifies the threedimensional,global and open characteristics of cross-boundary assemblage.Second,this article combs the theoretical foundation of cross-boundary assemblage of EMNEs—strategic management theory and interdisciplinary theory,refines the influencing factors of cross-boundary assemblage of EMNEs from the two aspects of external and internal driving forces,and describes the dynamic process of crossboundary assemblage of EMNEs.It expounds the profound relationship between cross-boundary assemblage and EMNEs’compositional competitive advantages at the organizational and individual levels,puts forward the necessity and specific path for EMNEs to control the negative impact of crossboundary assemblage,and finally constructs the three-stage dynamic theoretical framework of crossboundary assemblage of EMNEs.On this basis,this article puts forward the future research directions of cross-boundary assemblage,mainly including:Qualitative research on how to deeply describe the specific process of EMNEs implementing cross-boundary assemblage,and how EMNEs resolve the negative impact of cross-boundary assemblage;how EMNEs respond to the heterogeneous impact of globalization on cross-boundary assemblage;how EMNEs deal with the opportunities and challenges brought by digitization to cross-boundary assemblage;how cross-boundary assemblage of EMNEs affect the breadth and depth of their international social responsibility;how EMNEs build organizational resilience through cross-boundary assemblage.The theoretical contributions of this article are as follows:It explains the mystery of corner-overtaking of EMNEs and expands the classical strategic theories represented by the resource-based view(RBV);cross-boundary assemblage of EMNEs is more specific than other strategic frontier theories like the resource orchestration theory.The practical contribution of this article is to provide feasible solutions for the strategic choice and tactical execution of EMNEs,which contributes to the rise of more EMNEs.
作者
李元旭
胡亚飞
Li Yuanxu;Hu Yafei(School of Management,Fudan University,Shanghai 200433,China)
出处
《外国经济与管理》
CSSCI
北大核心
2021年第10期85-102,共18页
Foreign Economics & Management
基金
国家自然科学基金面上项目(71872052)
国家社会科学基金重大项目(18ZDA084)
关键词
跨界整合
企业战略
新兴市场
国际化
数字化
cross-border assemblage
enterprise strategy
emerging markets
internationalization
digitalization
作者简介
李元旭(1966-),男,复旦大学管理学院教授,博士生导师;胡亚飞(1994-),女,复旦大学管理学院博士研究生。
